Zeta Global Holdings Corp. (ZETA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

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Zeta Global Holdings Corp. (ZETA) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 2:10 PM EDT

Company Participants

David Steinberg – Co-Founder, Chairman of the Board & CEO
Christopher Greiner – Chief Financial Officer

Conference Call Participants

Brett Miller – JPMorgan Chase & Co.

Presentation

Brett Miller
JPMorgan Chase & Co.

All right. Hello, everybody. My name is Brett Miller. I’m the Co-Head of Software Investment Banking at JPMorgan. Thanks for being here. Today, it’s my pleasure to lead a discussion with David Steinberg and Chris Greiner of Zeta Global. Zeta is an AI-powered omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software, helping brands personalize marketing across channels, including e-mail, social, web, chat, connected TV and video. David, the company’s CEO and Chairman, co-founded Zeta in 2011 and took it public in 2021. Chris, the CFO, joined Zeta in 2020 after serving as the CFO of LivePerson and Inovalon. David and Chris, thanks for being here today.

David Steinberg
Co-Founder, Chairman of the Board & CEO

Thank you for having us.

Question-and-Answer Session

Brett Miller
JPMorgan Chase & Co.

First off, big picture, what is Zeta trying to become for the enterprise? Is it a marketing operating system, a data cloud and AI decision engine or some combo?

David Steinberg
Co-Founder, Chairman of the Board & CEO

Well, let’s start with yes. I mean we’re — our real vision is to become the operating system for our clients’ entire marketing ecosystem. And if you look at Athena, our new sort of AI-driven super agent, she really positions us to do that really well. And if you look at the way we operate today, we’re ingesting 100% of very large enterprises first-party data. We’re matching it with our data. In the United States, we match it greater than 92%. And that’s where the algorithms start training


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